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iShares S&P SmallCap 600 Index shares owned by Wallace Advisory Group

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Wallace Advisory Group from 13F filings

Historical chart of Wallace Advisory Group investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Wallace Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Wallace Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $297k 2.7k 108.25
2023-12-31 $259k 2.7k 94.33
2023-09-30 $273k 2.7k 99.65

More positions owned by Wallace Advisory Group

Merck & Co (MRK)
Chevron Corporation (CVX)
Amazon (AMZN)
Cigna Corp (CI)
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Alphabet Cap Stk Cl A (GOOGL)
Adobe Systems Incorporated (ADBE)
Ishares Tr Msci China Etf (MCHI)

View all positions for Wallace Advisory Group

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index